Changing 'date acquired' for wash sales

[bladeofgrass]

What is the name of your state (only U.S. law)? CA

I understand that the holding period for the replacement stock includes the holding period of the stock you sold.

So if I bought XYZ on 4/12, sold at a loss on 6/25, then replaced those XYZ shares on 7/18, I would log the 'date acquired' for the replacement shares as 4/12 instead of 7/18, correct?

If I'm good so far, then my real question is as follows: let's say I sell those XYZ replacement shares at loss on 10/02, only to create another wash sale by repurchasing on 10/28. Would the date acquired for these newer 10/28 shares be recorded as 4/12 (the holding date of the very first purchase that triggered this chain of wash sales) since the wash sale has been carrying over, or would I use 7/18 (the holding date of the most recent wash sale transaction)?

All dates are arbitrary in this question. Would really appreciate the help!

[LdiJ]

Originally Posted by bladeofgrass

What is the name of your state (only U.S. law)? CA

I understand that the holding period for the replacement stock includes the holding period of the stock you sold.

So if I bought XYZ on 4/12, sold at a loss on 6/25, then replaced those XYZ shares on 7/18, I would log the 'date acquired' for the replacement shares as 4/12 instead of 7/18, correct?

If I'm good so far, then my real question is as follows: let's say I sell those XYZ replacement shares at loss on 10/02, only to create another wash sale by repurchasing on 10/28. Would the date acquired for these newer 10/28 shares be recorded as 4/12 (the holding date of the very first purchase that triggered this chain of wash sales) since the wash sale has been carrying over, or would I use 7/18 (the holding date of the most recent wash sale transaction)?

All dates are arbitrary in this question. Would really appreciate the help!

Yes, the same original date of 4/12 would be the "acquired" date.